-3.7%
CDW vs WING
+0.4%
-4.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.7% |
| 7D | +9.3% | -2.5% | +11.8% | +9.7% |
| 30D | +14.4% | +29.5% | -15.2% | +9.3% |
| 3M | +21.4% | +40.2% | -18.8% | +13.9% |
| 6M | +72.8% | +32.7% | +40.1% | +62.4% |
| YTD | +28.0% | -32.8% | +60.8% | +33.7% |
| 1Y | +19.3% | -31.7% | +51.1% | +23.9% |
| 3Y | -15.3% | -24.7% | +9.4% | -18.1% |
| All | -3.7% | +0.4% | -4.1% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling